In this 10-part series featuring Ronald Janssen, the originator of goals-based investing for Banks and Wealth Managers, we will explore the topic; how it originated, how it improves trust and client engagement for Canadian MFDA and IIROC advisors, the theory underlying it, and how it can complement financial planning.
Please join us for this journey into the evolution of a client-centric advisory model which identifies and monitors financial goals. Learn with us as we offer a dynamic and practical way of advising clients.
In our second episode, Ronald examines how goals-based investing can enhance your practice and how it ultimately results in more satisfied clients:
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Ronald Janssen
Managing Director Goal-Based PlanningRelated Insights
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21 March 2023Ortec Finance’s Client Conference in-person is backMay 10 & 11 Ortec Finance’s clients gather in Amsterdam for an in-person Client Conference. The event takes place in the iconic Eye Film Museum.
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01 March 2023Future proofing your performance attribution with the newly launched PEARL 9Ortec Finance is launching PEARL 9, our new and improved ‘best of breed’ performance measurement & attribution platform.
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14 February 2023Welcome to the Ortec Finance Goals-Based Investing Podcast!Join us for this journey into the evolution of a client-centric advisory model which identifies and monitors financial goals.
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14 February 2023Conquest Planning chooses Ortec Finance to enhance its market leading financial planning platformBy providing Conquest with stochastic modelling for its volatility analysis module Ortec Finance reaffirms is position as a leading global provider of technology and solutions for risk and return management.
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05 January 2023Welcoming Jochem Van Grondelle to Ortec FinanceJochem Van Grondelle joins Ortec Finance as a senior consultant where he will contribute to the success of banks and wealth managers globally with our OPAL platform
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07 November 2022Neil Greenbaum to present at Aite-Novarica’s Wealth and Asset Management Conference
Please join Neil Greenbaum as he presents at Aite-Novarica’s Wealth and Asset Management Conference in New York on November 9th, 2022
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24 October 2022Quarterly Outlook: Q4 2022The outlook is based on the Ortec Finance Economic Scenario Generator (ESG) and offers our perspective on recent developments in the economy and capital markets.
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24 October 2022Missed our Q3 2022 Scenario Webinar? Access it hereIf you missed the Quarterly Scenario Webinar on October 20, you can access the presentation, the recording, and the Q3 Economic Outlook here.
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13 October 2022Portfolio and Goal Monitoring: The Next Level in Goal-Based Planning
For individual investors and their advisors, this technology can help elevate the advice and management of client goals and enhance the operational efficiency of advisor practices, ultimately helping build better client outcomes.